Hi! I currently am trying to work on a tableau file, with the values for both "planned spending" and "actual spending". In the Excel spreadsheet, it is set up with two columns, one saying whether it's planned or actual, and one with the actual amount of money.

In tableau I now have two columns, one with the actual value and one with the planned value, and i'm trying to calculate the what percentage of the planned value the actual value is, and I want the percentage to be shown in a new column.

Hi! Unfortunately that doesn't work, because the actual spent amount is only in one column, and tableau won't let me differentiate between actual amount spent and planned amount. I've tried creating sets and doing calculations through those, but that doesn't seem to work either, because the sets use boolean data!

You would need to create a Blend with the same Data set i.e. you will need to duplicate the data source then go to "Edit Relationship" and define the condition . There after you will be able to achieve what you are trying to .Try this out and let me know if it works.

This will look through every row and if the type is actual spending it returns the value else it is 0 and then it sums that up and divides it by the same but for planned spending.

Then for each field it will give you the correct %. For instance if your data had another column that said Region as a header and the members would be something like USA, USA, EMEA, EMEA. So when you put my above calc in the view and this region field in the view as well you will get the resultant % for both regions.